News
Tesla to install canopies for a 'solar test house' at its Fremont factory
Tesla has plans for the installation of new tent-like canopies for a “solar test house” at its factory, according to a new building permit issued by the City of Fremont.
Per the description noted in the initial filing, Tesla is seeking “two canopy covers over solar test house” that measure approximately 60′ x 80′ & 60′ x 70′. The structures will be temporary and removed after two months.
While there’s no indication on the purpose for the canopies, CNBC indicates that the canopies are meant to conceal research and development on its solar test house from prying eyes, and protect the project from potential delays due to rains.
Seeing progress in the efforts of Tesla to install more Solarglass rooftops brings it another step closer to mass producing the third version of the solar roof tiles. Likewise, such developments can help Tesla capitalize on California’s new building requirements that require newly-built homes to have solar systems starting next year. The state is the first in the country to require solar panel installations on single-family homes and multi-family structures.
Based on the 2019 Building Energy Standards in California, the solar requirement increases the cost of building a new home by roughly $9,500 but has the potential to save homeowners about $19,000 in energy bills and maintenance costs over 30 years. The Energy Commission estimates that an average home will save around $80 on cooling, heating, and lighting bills. Customers such as Amanda Tobler from the Bay Area echo the possibility that these numbers can be achieved. The Toblers had their Solar Roof tiles installed in March 2018 and enjoys more than enough power for their house and two plug-in vehicles as a result.
Tesla also recently posted job openings that aim to beef up its installation teams in California, Florida, Nevada, and Texas. The company looks to hire licensed electricians, Solarglass roofers, installers to join its operations who will most likely not install just its solar tiles but also help to put up Powerwalls and regular solar panels.
As the energy company installs more Solarglass rooftops, it will also create more jobs to fill the needs of its facility in Buffalo, New York and possibly save the company $41.2 million in penalties. Tesla promised to produce its solar panels in the said facility, which used $750 million in taxpayers’ money and the deal requires it to generate around 1,500 jobs by April next year.
Tesla CEO Elon Musk says he sees the company’s energy business to grow as big as its electric vehicle business. In Q3, Tesla deployed 43MW of solar or 48 percent more compared to the previous quarter.
“…the really crazy growth for as far into the future as I can imagine. … It would be difficult to overstate the degree to which Tesla Energy is going to be a major part of Tesla’s activity in the future,” he said during with Wall Street analysts.
Tesla started accepting orders for its V3 Solar Roof in October and Musk revealed that it plans to eventually install 1,000 solar roofs a week. Interested homeowners who want a Solarglass rooftop can use the company’s online configurator to estimate the costs. The estimated pricing for a 2,000 sq. ft. roof with 10kW solar is $33,950 after a federal tax credit of $8,550.
As of 2018, there are only 15 to 20 percent of California single-family houses with solar panels installed according to the estimates of the California Building Industry Association.
Elon Musk
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla confirmed HW3 vehicles cannot run unsupervised FSD, replacing its free upgrade promise with a discounted trade-in.
Tesla has officially confirmed that early vehicles with its Autopilot Hardware 3 (HW3) will not be capable of unsupervised Full Self-Driving, while extending a path forward for legacy owners through a discounted trade-in program. The announcement came by way of Elon Musk in today’s Tesla Q1 2026 earnings call.
🚨 Our LIVE updates on the Tesla Earnings Call will take place here in a thread 🧵
Follow along below: pic.twitter.com/hzJeBitzJU
— TESLARATI (@Teslarati) April 22, 2026
The history here matters. HW3 launched in April 2019, and Tesla sold Full Self-Driving packages to owners on the understanding that the hardware was sufficient for full autonomy. Some owners paid between $8,000 and $15,000 for FSD during that period. For years, as FSD’s AI models grew more demanding, HW3 vehicles fell progressively further behind, eventually landing on FSD v12.6 in January 2025 while AI4 vehicles moved to v13 and then v14. When Musk acknowledged in January 2025 that HW3 simply could not reach unsupervised operation, and alluded to a difficult hardware retrofit.
The near-term offering is more concrete. Tesla’s head of Autopilot Ashok Elluswamy confirmed on today’s call that a V14-lite will be coming to HW3 vehicles in late June, bringing all the V14 features currently running on AI4 hardware. That is a meaningful software update for owners who have been frozen at v12.6 for over a year, and it represents genuine effort to keep older hardware relevant. Unsupervised FSD for vehicles is now targeted for Q4 2026 at the earliest, with Musk describing it as a gradual, geography-limited rollout.
For HW3 owners, the over-the-air V14-lite update is welcomed, and the discounted trade-in path at least acknowledges an old obligation. What happens next with the trade-in pricing will define how this chapter ultimately gets written. If Tesla prices the hardware path fairly, acknowledges what early adopters are owed, and delivers V14-lite on the June timeline it committed to today, it has a real opportunity to convert one of the longest-running sore subjects among early adopters into a loyalty story.
Elon Musk
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
Tesla’s Optimus factory in Texas targets 10 million robots yearly, with 5.2 million square feet under construction.
Tesla’s Q1 2026 Update Letter, released today, confirms that first generation Optimus production lines are now well underway at its Fremont, California factory, with a pilot line targeting one million robots per year to start. Of bigger note is a shared aerial image of a large piece of land adjacent to Gigafactory Texas, that Tesla has prominently labeled “Optimus factory site preparation.”
Permit documents show Tesla is seeking to add over 5.2 million square feet of new building space to the Giga Texas North Campus by the end of 2026, at an estimated construction investment of $5 billion to $10 billion. The longer term production target for that facility is 10 million Optimus units per year. Giga Texas already sits on 2,500 acres with over 10 million square feet of existing factory floor, and the North Campus expansion is being built to support multiple projects, including the dedicated Optimus factory, the Terafab chip fabrication facility (a joint Tesla/SpaceX/xAI venture), a Cybercab test track, road infrastructure, and supporting facilities.
Credit: TESLA
Texas makes strategic sense beyond the existing infrastructure. The state’s tax structure, lower labor costs relative to California, and the proximity to Tesla’s AI training cluster Cortex 1 and 2, both located at Giga Texas and now totaling over 230,000 H100 equivalent GPUs, means the Optimus software stack and the factory producing the hardware will share the same campus. Tesla’s Q1 report also confirmed completion of the AI5 chip tape out in April, the inference processor designed specifically to power Optimus units in the field.
As Teslarati reported, the Texas facility is intended to house Optimus V4 production at full scale. Musk told the World Economic Forum in January that Tesla plans to sell Optimus to the public by end of 2027 at a price between $20,000 and $30,000, stating, “I think everyone on earth is going to have one and want one.” He has previously pegged long term demand for general purpose humanoid robots at over 20 billion units globally, citing both consumer and industrial use cases.
Tesla (NASDAQ: TSLA) reported its earnings for the first quarter of 2026 on Wednesday afternoon. Here’s what the company reported compared to what Wall Street analysts expected.
The earnings results come after Tesla reported a miss on vehicle deliveries for the first quarter, delivering 358,023 vehicles and building 408,386 cars during the three-month span.
As Tesla transitions more toward AI and sees itself as less of a car company, expectations for deliveries will begin to become less of a central point in the consensus of how the quarter is perceived.
Nevertheless, Tesla is leaning on its strong foundation as a car company to carry forward its AI ambitions. The first quarter is a good ground layer for the rest of the year.
Tesla Q1 2026 Earnings Results
Tesla’s Earnings Results are as follows:
- Non-GAAP EPS – $0.41 Reported vs. $0.36 Expected
- Revenues – $22.387 billion vs. $22.35 billion Expected
- Free Cash Flow – $1.444 billion
- Profit – $4.72 billion
Tesla beat analyst expectations, so it will be interesting to see how the stock responds. IN the past, we’ve seen Tesla beat analyst expectations considerably, followed by a sharp drop in stock price.
On the same token, we’ve seen Tesla miss and the stock price go up the following trading session.
Tesla will hold its Q1 2026 Earnings Call in about 90 minutes at 5:30 p.m. on the East Coast. Remarks will be made by CEO Elon Musk and other executives, who will shed some light on the investor questions that we covered earlier this week.
You can stream it below. Additionally, we will be doing our Live Blog on X and Facebook.
Q1 2026 Earnings Call at 4:30pm CT https://t.co/pkYIaGJ32y
— Tesla (@Tesla) April 22, 2026
Tesla confirmed HW3 can’t do Unsupervised FSD but there’s more to the story
Tesla isn’t joking about building Optimus at an industrial scale: Here we go
